MC1025275 – Dataverse – AI-powered Dataverse search enhancements

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check before: 2025-03-07

Product:

Copilot, Microsoft 365 admin center, Microsoft Dataverse, Power Apps, Power Automate, Purview Information Protection

Platform:

Online, World tenant

Status:

Change type:

New feature

Links:

Details:

We are announcing an enhancement of the Dataverse search feature for Power Platform. This feature improves semantic indexing and enhances the knowledge experience and quality for agents in Copilot Studio, amongst other Power Platform experiences.

Change Category:
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Scope:
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Release Phase:

Created:
2025-03-07

updated:
2025-03-07

Task Type

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Docu to Check

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MS How does it affect me

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MS Preperations

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MS Urgency

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MS workload name

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summary for non-techies**

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Direct effects for Operations**

Increased Storage Consumption
The automatic enabling of Dataverse search will lead to increased consumption of database and file storage capacity, potentially exceeding current limits and incurring additional costs.
   - roles: Database Administrator, IT Manager
   - references: https://aka.ms/9855/DVCapacityBasedStorageDetails

User Experience Degradation
Without proper preparation, users may experience degraded performance in applications relying on Dataverse search due to increased load and storage issues, affecting their productivity.
   - roles: End User, Support Staff
   - references: https://aka.ms/9855/DataverseSearch

Knowledge Source Integration Issues
The integration of files and Dataverse as knowledge sources may lead to confusion or errors in AI-powered applications if users are not adequately informed about the changes.
   - roles: Business Analyst, AI Developer
   - references: https://aka.ms/9855/AddDVKnowledgeSource, https://aka.ms/9855/AddFilesAsKnowledgeSource

Configutation Options**

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Opportunities**

Enhanced Knowledge Management
The enhancement of Dataverse search allows for better semantic indexing which can significantly improve knowledge retrieval for agents using Copilot Studio and other applications. This will enhance the user experience for customer service representatives and sales agents by providing them with more accurate and relevant information quickly.
   - next-steps: Train staff on the new search capabilities and integrate them into daily workflows. Monitor usage and feedback to refine processes and improve training materials.
   - roles: Customer Service Representatives, Sales Agents, Knowledge Managers
   - references: https://aka.ms/9855/AddDVKnowledgeSource, https://aka.ms/9855/CustomerServiceCopilot

Improved Data Insights and Reporting
With the new structure for reporting storage consumption via 'DataverseSearch-StructuredIndex' and 'DataverseSearch-UnstructuredIndex', organizations can gain better insights into their data usage and optimize their storage strategy. This can lead to more informed decisions regarding data management and resource allocation.
   - next-steps: Review current storage reports and compare them with the new reporting metrics. Identify areas where storage can be optimized or reduced based on usage patterns.
   - roles: Data Analysts, IT Administrators, Business Intelligence Teams
   - references: https://aka.ms/9855/DVCapacityBasedStorageDetails, https://aka.ms/9855/DataverseSearchFAQ

Cost Management through Optimized Storage Usage
As the Dataverse search feature increases storage consumption, organizations can proactively manage and optimize their storage usage to prevent unexpected costs. This includes reviewing data retention policies and archiving unused data to reduce storage needs.
   - next-steps: Conduct a storage audit to identify data that can be archived or deleted. Implement a regular review process for data retention policies to align with the new storage metrics.
   - roles: IT Administrators, Finance Teams, Compliance Officers
   - references: https://aka.ms/9855/engancedDVSearch, https://aka.ms/9855/DataverseSearch

Potentional Risks**

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Data Protection**

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IT Security**

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Hypothetical Work Council Statement**

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DPIA Draft**

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explanation for non-techies**

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** AI generated content. This information must be reviewed before use.

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